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天齊鋰業(002466.SZ):2023年,泰利森銷售給雅保的鋰精礦總量約81萬噸
格隆匯 05-23 18:34

格隆匯5月23日丨天齊鋰業(002466.SZ)在投資者互動平台表示,根據文菲爾德《股東協議》相關規定,泰利森化學級鋰精礦目前只供給其兩位股東——TLEA和雅保,兩位股東可根據各自實際需求量分別可獲得相當於泰利森可銷售數量約50%的採購權益。TLEA從泰利森購買的鋰精礦首先用於滿足TLK需求,剩餘量則將用於滿足天齊鋰業國內工廠和代加工需求,IGO不享有鋰精礦購買權。其中,天齊鋰業採購的化學級鋰精礦主要用於自產或委託加工成鋰化工產品。 因此,在合併報表層面,鋰礦採選冶煉行業銷售量指泰利森銷售給雅保的鋰精礦以及天齊對外分銷的技術級鋰精礦銷售量,不包括天齊自用於生產鋰化工產品部分的銷量。2023 年,泰利森銷售給雅保的鋰精礦總量約 81 萬噸。

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